A business plan is an essential roadmap for business success. This living document generally projects 3-5 years ahead and outlines the route a company intends to take to grow revenues, profits and generate return to investors.
Business plans are frequently used by companies to provide support in their decision making, as well as to provide banks / investors with rationale for providing financing to a company.
Business plans need to be comprehensive and need to include:
- business model and opportunity,
- market research,
- benchmarking and competition overview,
- sales plan,
- CAPEX plan,
- past performance,
- financial forecast, with a focus on cash flows,
- exit opportunity for investors / debt service plan for banks.
Preparation
- Introductory meeting
- Product or service identification
Environment analysis
- Industry and market potential analysis
- Analysis of competitiveness
Business model
- Marketing plan
- HR plan
- Sales plan
- Procurement plan
Financial plan
- Highlighting key risks and problems
- Financial plan
Acquiring financial assets
Contact
Send us your request or contact one of our advisers directly. Together, we will study the possibility of cooperation.
Jernej Samec
Partner
Marjeta Gorinšek
Director – Financial Advisory
Our services
We provide comprehensive solutions for valuation and financial consulting for selling and purchasing companies
News
Latest news
Career Fair In University of Ljubljana, School of Economics and Business
Last week we attended the career fair Delo mene išče, organized by the University of Ljubljana, School of Economics and Business (SEB LU).
39th Financial Conference
Matjaž Filipič, Partner in KF Finance, presented his views at a round table on "Smart financing: Where are we and where are we going? What will be the financing in the postcovid period?"
Maja Ostanek Selak was a speaker at the Flipović Real Estate Conference
Maja Ostanek Selak, Director of Alfi RE, was a speaker at the Flipović Real Estate Conference in Zagreb.
Matjaž Filipič, partner in KF Finance, will speak at the 39th Financial Conference
The financial conference is the largest financial and business event in Slovenia. The event, which will take place on 10 and 11 May this year at GH Bernardin in Portorož, will be attended by Matjaž Filipič, partner and director of KF Finance d.o.o.
Advisory services in the acquisition process of MERKUR Trgovina, d.o.o.
KF Finance d.o.o., as an exclusive financial advisor, conducted due diligence on MERKUR Trgovina, d.o.o. and actively participated in the financing process and the acquisition process by the Alfi Fund, within the KF Finance Group.
The sale process of Marina & Hotel Nautica in Novigrad, Istria, Croatia successfully closed
KF Finance has successfully completed the sale process of the tourist-nautical complex „Nautica” in Novigrad, Istria, acting as an exclusive financial advisor to the owners of the company Sigma Poslovodstvo d.o.o.
Maja Ostanek Selak, director of the real estate fund ALFI RE, will speak at the 38th Financial Conference
The event, which will take place on 9 and 10 September this year at GH Bernardin in Portorož, will be attended by Maja Ostanek Selak, director of the real estate fund ALFI RE.
Matjaž Filipič, partner in KF Finance, participated in a discussion on real estate investing at Radio Slovenia
Matjaž Filipič, the co-owner and partner in KF Finance, participated in a discussion on real estate investing at Radio Slovenia.